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Running a business is demanding. Let Berg Advisors handle your business tax preparation needs, freeing you to focus on growth. We’re a nationwide team specializing in small business bookkeeping and tax preparation services. We’ll take care of daily transactions, expense tracking, accounts payable, accounts receivable, payroll integration, bank reconciliations, and monthly closing in QuickBooks Online or Xero. Our secure, cloud-based accounting ensures your books are always accurate and up-to-date, providing you with a clear financial picture. We offer comprehensive small business tax preparation services, including sales tax compliance, and monthly financial reports (profit and loss, balance sheet, and cash flow statements). Gain valuable insights with user-friendly dashboards, cash flow forecasting, and industry-specific analysis tailored for e-commerce, professional services, and contractors. Schedule a free consultation today to explore the perfect plan for your business.
Ensure your back-office accounting is precise and timely, minimizing errors and potential penalties.
Reclaim valuable time spent on bookkeeping tasks and reinvest it in your business’s growth.
Our fixed monthly fees eliminate unexpected billing surprises associated with hourly rates, offering predictable budgeting.
Accurate financial records are essential for sound business decisions, stress-free tax seasons, and sustainable growth. Berg Advisors provides cloud-based bookkeeping that transforms raw data into actionable, real-time insights, allowing you to concentrate on what matters most: your business. We offer expert small business tax preparation services nationwide.
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What our Clients are Saying
Posted on Andrea DenishTrustindex verifies that the original source of the review is Google. Proud to be a client for over 20 years. I have utilized their services for both personal and business purposes. They are a true asset to me, my staff and my family.Posted on Mike BTrustindex verifies that the original source of the review is Google. I've been working with the Berg Advisors for 3 years now. Andrew, Megan, and Bevin are amazing to work with. They've set up my entire accounting system, helped me realize exactly what is going on in my business, and provide me with the information to make good decisions with my business. My business is primarily E commerce and their expertise in this field has helped me avoid common pitfalls and achieve double digit growth year over year. They always take work off my plate and handle things correctly the first time. I'd definitely recommend them to others and have done so in the past.
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Frequently Asked Questions about Business Tax Preparation
Most small businesses are up and running within two weeks of providing access to their banking, credit cards, payroll, and relevant applications. Our team handles the onboarding, chart-of-accounts mapping, and connections to QuickBooks Online or Xero. We perform a light clean-up before your first monthly close. You’ll receive a clear timeline, a dedicated contact person, and real-time updates through our client portal, ensuring you know exactly when our services begin delivering value. This process simplifies your business tax preparation significantly.
No. Our CPAs provide integrated tax planning and preparation services, ensuring a smooth transition from your clean books directly into your tax filings. This streamlines the entire business tax preparation process.
Yes. We support both cash basis and accrual accounting. Cash basis is straightforward, while accrual accounting provides a more accurate picture of profitability, especially for businesses with invoicing, inventory, or accounts receivable/payable. Understanding the nuances of both methods is crucial for effective business tax preparation.
Often, yes. Many clients find our outsourced services more cost-effective than employing a full-time bookkeeper. This is especially true when considering the comprehensive nature of our business tax preparation services.